Top Funds / GLENVIEW CAPITAL MANAGEMENT, LLC


Larry Robbins

2020Q4 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2020Q3 $ vs. 2020Q3
TENET HEALTHCARE CORP 18,258,810 $729,074,000 16.72% -1,502,543 +$244,723,000
Bausch Health Companies Inc. 16,434,019 $341,828,000 7.84% +1,476,311 +$109,385,000
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 15,260,512 $277,741,000 6.37% -1,528,077 -$21,767,000
DXC Technology Co 10,149,059 $261,338,000 5.99% -69,156 +$78,943,000
Cigna Corp 1,255,021 $261,270,000 5.99% -55,006 +$39,338,000
HCA Healthcare, Inc. 1,300,181 $213,828,000 4.90% -338,334 +$9,538,000
MCKESSON CORP 1,167,689 $203,084,000 4.66% -99,570 +$14,351,000
LABORATORY CORP OF AMERICA HOLDINGS 552,187 $112,398,000 2.58% -146,255 -$19,098,000
Lyft, Inc. CL A 2,064,179 $101,413,000 2.33% +1,385,227 +$82,708,000
Nuance Communications, Inc. 2,238,367 $98,690,000 2.26% -167,900 +$18,826,000
BOSTON SCIENTIFIC CORP 2,702,881 $97,169,000 2.23% +1,657,829 +$57,238,000
UNIVERSAL HEALTH SERVICES INC CL B 624,152 $85,821,000 1.97% +48,518 +$24,217,000
AMERISOURCEBERGEN CORP 875,442 $85,583,000 1.96% +55,768 +$6,140,000
FMC CORP 711,796 $81,807,000 1.88% +17,287 +$8,252,000
Brookdale Senior Living Inc. 18,005,910 $79,766,000 1.83% +5,419,356 +$47,796,000
MERITOR, INC. 2,757,332 $76,957,000 1.76% -1,113,959 -$4,108,000
MYRIAD GENETICS INC 3,682,691 $72,825,000 1.67% +924,698 +$36,861,000
Element Solutions Inc 3,866,712 $68,557,000 1.57% +1,383,189 +$42,455,000
HUMANA INC 159,480 $65,430,000 1.50% +76,391 +$31,040,000
AVIS BUDGET GROUP, INC. 1,724,413 $64,321,000 1.47% +403,059 +$29,543,000
IQVIA HOLDINGS INC. 339,657 $60,856,000 1.40% -79,328 -$5,189,000
Anthem, Inc. 184,461 $59,229,000 1.36% New +$59,229,000
HOLOGIC INC 804,442 $58,588,000 1.34% -645,729 -$37,805,000
Expedia Group, Inc. 428,895 $56,786,000 1.30% +83,462 +$25,113,000
FISERV INC 483,726 $55,077,000 1.26% +289,811 +$35,094,000